| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.66% | 5.82% | 15.63% | 30.37% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.32% | 9.78% | 13.08% |
| Negative volatility | 6.74% | 6.74% | 8.34% |
| Sharpe | 0.19 | 0.20 | 0.34 |
| Sortino | 0.26 | 0.29 | 0.53 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian European Value N1 $ | 23.22% | -15.70% | 8.49% | 4.09% | 6.61% | 5.66% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |